Is Old Tech Making a Comeback? A Preview of Cisco’s Earnings Report

Cisco Reports Fiscal Q1 ’25 Financial Results

Overview

Cisco reported their fiscal Q1 ’25 financial results after the closing bell on Wednesday, November 13, ’24. Analyst consensus expects revenue of $13.77 billion (-6% y-o-y growth), operating income of $4.5 billion (-16% y-o-y growth) and EPS of $0.87 (-22% y-o-y growth). This fiscal Q1 ’25 is the last tough “compare” Cisco has against last year’s “inventory overhang”, and the forward estimates are looking for better growth from the networking giant. The stock is completely uncorrelated to the S&P 500’s bull market over the last 15-17 years, or since the March 9, 2009 generational lows for the S&P 500.

Analysis

Cisco’s fiscal Q1 ’25 financial results reflect a challenging environment for the company, with declines in revenue, operating income, and EPS compared to the previous year. However, the company is expected to see improved growth in the future, as they move past the challenges of the previous year. Cisco’s stock performance has been independent of the broader market trends, indicating a unique position in the industry.

Overall, Cisco’s financial results for fiscal Q1 ’25 highlight the company’s resilience in the face of challenges, and the potential for future growth and success.

Impact on Individuals

For individuals, Cisco’s financial results may impact investors who hold the company’s stock, as the decline in revenue, operating income, and EPS could lead to changes in stock price. It’s important for investors to keep an eye on Cisco’s future growth prospects and market performance to make informed decisions about their investments.

Impact on the World

Cisco is a major player in the networking industry, and its financial results can have a ripple effect on the broader technology sector and economy. As Cisco moves past the challenges of the previous year and focuses on future growth, it could have a positive impact on the industry as a whole. The company’s success and innovation are important for driving advancement in technology and shaping the future of networking.

Conclusion

In conclusion, Cisco’s fiscal Q1 ’25 financial results highlight both the challenges and opportunities facing the company. Despite declines in revenue, operating income, and EPS, Cisco is well-positioned for future growth and success. Investors should closely monitor Cisco’s performance, while recognizing the company’s unique position in the industry and its broader impact on the world.

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